Purchases and Sales Made in Q2 2025 in First Tr Exchange Traded Fd Ut (FXU)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ut (FXU) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRADED FD UT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8.77KNew |
$332K - $379K
|
8.77K
$396K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.76K+ 7.59% |
$331K - $379K
|
124K
$5.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
8.3KNew |
$314K - $359K
|
8.3K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.92K+ 47.24% |
$300K - $343K
|
24.7K
$1.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
7.42KNew |
$281K - $321K
|
7.42K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.34K+ 36.62% |
$278K - $318K
|
27.4K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.2K+ 58.74% |
$272K - $311K
|
19.4K
$878K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
6.6K+ 1.42% |
$250K - $286K
|
470K
$21.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.17K+ 16.54% |
$233K - $267K
|
43.4K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.04K+ 8.21% |
$228K - $261K
|
79.6K
$3.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.76KNew |
$218K - $249K
|
5.76K
$260K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.45KNew |
$206K - $236K
|
5.45K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.42KNew |
$205K - $235K
|
5.42K
$245K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.21KNew |
$197K - $226K
|
5.21K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.11KNew |
$194K - $221K
|
5.11K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
5KNew |
$189K - $216K
|
5K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.88K+ 5.12% |
$185K - $211K
|
100K
$4.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.68K+ 63.12% |
$177K - $203K
|
12.1K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.11K+ 36.75% |
$155K - $178K
|
15.3K
$690K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.01K+ 34.2% |
$152K - $174K
|
15.7K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.01K+ 6.1% |
$114K - $130K
|
52.4K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.79K+ 40.39% |
$106K - $121K
|
9.7K
$438K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.53K+ 8.81% |
$95.6K - $109K
|
31.2K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.37K+ 21.28% |
$89.6K - $102K
|
13.5K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.23KNew |
$84.5K - $96.7K
|
2.23K
$101K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.03K+ 39.88% |
$76.9K - $87.9K
|
7.12K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.84K+ 4.59% |
$69.7K - $79.7K
|
41.9K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.37K+ 97.02% |
$51.8K - $59.2K
|
2.78K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.34K+ 6.77% |
$50.5K - $57.8K
|
21.1K
$951K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.32K+ 14.31% |
$50.1K - $57.3K
|
10.6K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 16.99% |
$39.1K - $44.8K
|
7.12K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
811+ 5.64% |
$30.7K - $35.1K
|
15.2K
$686K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
648+ 108.0% |
$24.5K - $28.1K
|
1.25K
$56.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
612+ 276.92% |
$23.2K - $26.5K
|
833
$37.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
600+ 6.56% |
$22.7K - $26K
|
9.74K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
530+ 3.4% |
$20.1K - $22.9K
|
16.1K
$728K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
519+ 2.39% |
$19.6K - $22.5K
|
22.3K
$1.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
518+ 1.68% |
$19.6K - $22.4K
|
31.4K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
471New |
$17.8K - $20.4K
|
471
$21.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
468+ 7.9% |
$17.7K - $20.3K
|
6.4K
$289K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
418+ 4.68% |
$15.8K - $18.1K
|
9.36K
$423K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
417+ 11.17% |
$15.8K - $18.1K
|
4.15K
$187K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
372+ 3.96% |
$14.1K - $16.1K
|
9.76K
$440K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
346New |
$13.1K - $15K
|
346
$15.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
301+ 1.46% |
$11.4K - $13K
|
21K
$946K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
223+ 1.25% |
$8.44K - $9.65K
|
18.1K
$818K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$7.57K - $8.66K
|
200
$9.03K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
111New |
$4.2K - $4.81K
|
111
$5.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
77+ 0.6% |
$2.92K - $3.33K
|
12.9K
$581K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
73+ 4.99% |
$2.76K - $3.16K
|
1.54K
$69.4K
|